Cover sustainable rates, written scope templates, invoicing setup, delivery workflow, client risk checks, and documentation habits before your first paid project.
Getting Started Checklist
A structured guide for every phase of a freelance project, from preparing before you start to closing out after payment. Use this as a reference for building consistent, professional working habits.
1
Before You Start
Define your service, deliverables, and target client type
Set your minimum acceptable rate based on your costs and goals
Decide your revision policy and working hours upfront
Create a standard agreement template for new projects
2
Evaluating an Opportunity
Check the job post for common red flags and vague language
Research the client or company before the first conversation
Ask clarifying questions before agreeing to any scope
Confirm the budget, timeline, and deliverables in writing
3
Starting the Project
Send a written agreement or project summary before work begins
Document the agreed scope, rate, revision limit, and deadline
Complete an onboarding checklist to collect all project requirements
Agree on a communication channel and response expectations
4
Delivering the work
Submit deliverables through Project Delivery or Executive Update
Collect client approval through portal links
Document revision rounds on the engagement timeline
Keep deliverables connected to the agreement
5
Getting paid
Invoice from approved work with agreement context attached
Connect your payment provider and match incoming payments to invoices
Mark engagements fully documented when payment is confirmed
Export a proof package if you need the full record later
Use the free tools to work through this checklist
Salag provides free tools for every phase: from evaluating opportunities to sending invoices and following up on payment.
Start freeStarter toolsStraight answers
You can cover basics in a focused session: rates, invoice template, scope template, and delivery workflow. Refine as you take on clients.
Cover non-negotiables first, rate floor, written scope habit, and invoicing. Add delivery and documentation depth as project complexity grows.